David Smith
Who do I work with?
I partner with professionals, entrepreneurs, high‑net‑worth families and those planning for or enjoying retirement. Although their circumstances differ, they all value having a trusted adviser who can bring order, insight and long‑term direction to their financial world.
My Specialisms:
• Holistic Financial Planning
• Retirement & Pension Planning
• Investment Strategy & Portfolio Management
• Cashflow Planning / Lifetime Modelling
• Estate & Inheritance Planning
My Qualifications
• Over 20 years’ experience gained across several independent financial planning firms
• CII Diploma in Financial Planning (DipPFS)
• Chartered Financial Planner
• Certified Financial Planner (CFP™)
• MSc Finance
About me
When I’m not working with clients, I enjoy spending time with my family. I also hold a private pilot’s licence, and flying has become a rewarding way to combine learning, focus and a sense of adventure.
